Comprehensive Physician Financial Planning

Young physicians are accomplished and intelligent. They also have little time for wealth management. Physician’s Resource Services guides medical professionals to good financial health.

Schedule A Consult

The PRS team is equipped with the tools you need to improve your financial standing. Request a meeting with one of our advisors.

Who We Help

Whether you’re transitioning from resident to practice or preparing for retirement, PRS is ready to assist you.

View Our Resources

PRS is dedicated to promoting the health, wellness, and education of physicians around the country. Explore our in-depth resource catalog.

Forge a path to achieving your professional goals with reliable financial planning for medical professionals.

Financial Planning for Doctors With Physician’s Resource Services

Graduating from medical school and transitioning from residency into practice is an incredible achievement. Young physicians spend years honing their skills and are finally able to start their careers in earnest. However, the stress of student loan debt, tax planning, and cash flow concerns can make their academic and professional victories feel smaller.

We keep you flexible as the stock market fluctuates, giving you the power to make informed decisions as you realize your financial goals.

Physician’s Resource Services works with physicians to navigate their financial situation and guide them towards stability. Our risk management programs analyze your ongoing income needs and offer specific recommendations to manage your loans, plan for retirement, and create a smooth succession process. We keep you flexible as the stock market fluctuates, giving you the power to make informed decisions as you realize your financial goals. We customize our strategies to match your situation and preserve your savings and future income.

Personalized Financial Strategies
Financial success requires effective wealth management. Setting long-term financial goals is difficult when all you can think about is paying back student loans. PRS helps young physicians gain a complete view of their financial situation and start planning for the future. Our debt management programs are built around your needs to create risk profiles and help you achieve your professional and financial goals.
Prevent the Worst-Case Scenario
Without a good financial standing and a formidable wealth management strategy, there are many threats to successful wealth management. Physician’s Resource Services prepare you for these roadblocks with detailed planning. We help you address the following:
- Sickness and injury
- Accidental death
- Malpractice claims

Financial Planning meeting with two people

To Lead a Long and Successful Health Care Career

Secure Financial Planning for Medical Professionals

Retirement Planning

Saving money for retirement is a challenge as a medical professional. PRS helps you preserve your wealth.

Our Planning Approach

Debt Management

Our physician financial planning creates a strategy to pay back debt quickly and establish healthy cash flow.

Our Management Services

Student Loans

PRS helps you manage student debt, keep monthly payments on track, and reduce your loan interest.

Our Loan Services

Estate Planning

Estate planning has implications for your family after your death. PRS helps you protect your assets.

Our Estate Strategies

Succession Planning

Ensure the longevity of your practice with succession planning. PRS has the tools to identify new talent and create a space for future leaders.

Our Succession Services

Accept Guidance From Experienced Financial Advisors

Physician’s Resource Services has supported medical professionals with outstanding consultative services for over a decade. While you’re busy providing care, we make sure you have the resources and flexibility you need to remain financially sound.

Schedule a Consultation

Comprehensive Financial Planning With a Collaborative Team

Comprehensive financial planning means creating a detailed plan that gives you control of your financial situation. PRS establishes your short- and long-term goals and identifies a clear path for you to get there.

When you work with our team, we take a holistic approach by addressing every aspect of your financial well-being. This full-scale view of your wealth and cash flow makes it easier to plan for risk management and improve your financial position. The stress you feel due to student debt and other obligations becomes more manageable when you trust our experienced team.

Schedule A Consult

There’s nothing like having a team of consultants on your side. PRS is ready to learn your financial goals and chart a clear path towards them.

Speak With a Professional

Who We Help

Whether you’re transitioning into practice or approaching retirement, your financial security is critical. PRS is your source for financial expertise and industry-leading solutions.

Find My Path

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Advisory services offered through PRS Investment Advisors, a Member of Advisory Services Network, LLC. Tax services and insurance products offered through Physician’s Resource Services. Advisory Services Network, LLC and Physician’s Resource Services are not affiliated.

Comprehensive Physician Financial Planning

Schedule A Consult

Who We Help

View Our Resources

Financial Planning for Doctors With Physician’s Resource Services

Personalized Financial Strategies

Prevent the Worst-Case Scenario

Secure Financial Planning for Medical Professionals

Retirement Planning

Debt Management

Student Loans

Estate Planning

Succession Planning

Accept Guidance From Experienced Financial Advisors

Comprehensive Financial Planning With a Collaborative Team

Schedule A Consult

Who We Help

Our Services

Locations